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MODUS
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Receipts and follow-ups, prepared for your approval. DATEV stays your system.

MODUS takes over receipt intake, checks and follow-ups as a running workflow. It starts in approval mode and measures its effect in turnaround and freed capacity.

Book a conversationSee the workflows
Receipt intakeApproval mode
  1. Intake12
  2. Matching9
  3. Check2
  4. Follow-up1
  5. Approval1
  6. Hand-over27

  • Client 1042 · September receipts

    38 receipts recognised, 36 matched

    Approval

    Follow-up on 2 receipts without invoice number awaits approval

  • Client 0877 · payroll documents

    Complete, deadlines checked

    Hand-over

    Hand-over to payroll prepared

  • Client 1133 · annual accounts

    Document list created, 5 of 12 received

    Follow-up

    Reminder to the client scheduled

  • Client 0914 · September receipts

    41 receipts, 3 matches unclear

    Check

    Unclear matches sent to the case handler

Approval required

Follow-up to client 1042: two receipts without invoice number. Drafted in the firm's voice, nothing is sent without approval.

Illustration, no client data.

Where the time goes today.

  • Receipts arrive by email, upload and paper, in every quality and without assignment.
  • Completeness is checked by hand; follow-ups with clients take days.
  • Deadlines and document requests live in people's heads and in reminders.
  • Clients ask about the status, and someone has to look it up.

Workflows we start with.

Every workflow starts in approval mode. The “Your team” column shows what stays with you.

  • Receipt intake and matching

    The system

    Recognises receipts from every channel, matches them to client and period, spots duplicates and missing details.

    Your team

    Approval of unclear matches, posting in the firm's system.

  • Completeness checks and follow-ups

    The system

    Checks against the client's checklist, drafts follow-ups in the firm's voice, keeps at it until everything is in.

    Your team

    Approval of the follow-up, professional judgment on special cases.

  • Deadlines and documents

    The system

    Builds document lists for annual accounts and returns, requests them in time, shows the status per client.

    Your team

    Deadline control and professional responsibility stay with the licensed advisor.

  • Client requests and status updates

    The system

    Answers recurring requests from the case status, drafts replies, passes on technical questions.

    Your team

    Sending replies with tax content, the client conversation.

  • Research and draft preparation

    The system

    Compiles facts, sources and prior work and prepares drafts with references.

    Your team

    Tax assessment, advice and signature.

Alongside your systems.

The workflow is built around the software you use today. The names describe the landscape, not existing integrations or partnerships.

  • DATEV Kanzlei-Rechnungswesen
  • DATEV Unternehmen online
  • DATEV DMS and Arbeitsplatz
  • Agenda, Addison, Stotax
  • Client portals and email
  • Payroll and deadline calendar

What is not delegated.

Tax assessment, deadline responsibility, signature and the client conversation stay with the licensed advisor. Confidentiality under § 57 StBerG and the GDPR determine which data may go where. As a service provider, MODUS is bound to confidentiality under § 62a StBerG.

The first step is an analysis.

We look at one workflow in your firm: volumes, people involved, systems, limits. Afterwards you know whether it can be taken over and what that would take.

Book a conversation

Or by email: hallo@nicolaischmid.com